Escolha de indicadores para um relatório

This dissertation is aimed at helping organizations that implemented a Business Intelligence (BI) system without documenting to identify the reasons for the indicators choice either in the conception phase of the project or other. The example taken to present the methodology is a fictitious case study of an organization named BestBread. The aim of this dissertation is to demonstrate not only the necessary indicators in a report but also to describe why they are needed through a business goal representation. This dissertation approach focus mainly in using two methodologies, a simplified notation of the Business Intelligence model (BIM) and a systematic approach that aims to justify BI indicators through modelling report goals. This approach provides guidance to organizations that already implemented a BI tool by presenting a method to compare intuitive and systematic selection of indicators with the BI system existing indicators. The approach is applicable to define in a report its significant indicators. The steps needed to be executed are the following: 1- Model business goals; 2- Select indicators through an intuitive perspective; 3- Verify the indicators existence identified in the intuitive perspective; 4- Select indicators through a systematic perspective; 5- Verify the indicators existence identified in the systematic perspective; 6- Make a global comparison. The dissertation approach allowed an easier way to identify and explain the purpose of indicators to be used in a report. Also, the methodology presented could help the BI deployment phase to be quicker since users would be able to visualise through the representations the evaluation that the indicators could evoke in their business goals. Therefore, it could improve the use of the BI tool, its acceptance and maybe even users’ satisfaction with the tool.

Implementação de um CRM analítico na Fundação INATEL

As soluções informáticas de Customer Relationship Management (CRM) e os sistemas de suporte à informação, designados por Business Intelligence (BI), permitem a recolha de dados e a sua transformação em informação e em conhecimento, vital para diferenciação das organizações num Mundo globalizado e em constante mudança. A construção de um Data Warehouse corporativo é fundamental para as organizações que utilizam vários sistemas operacionais de modo a ser possível a agregação da informação. A Fundação INATEL – uma fundação privada de interesse público, 100% estatal – é um exemplo deste tipo de organização. Com uma base de dados de clientes superior a 250.000, atuando em áreas tão diferentes como sejam o Turismo, a Cultura e o Desporto, sustentado em mais de 25 sistemas informáticos autónomos. A base de estudo deste trabalho é a procura de identificação dos benefícios da implementação de um CRM Analítico na Fundação INATEL. Apresentando-se assim uma metodologia para a respetiva implementação e sugestão de um modelo de dados para a obtenção de uma visão única do cliente, acessível a toda a organização, de modo a garantir a total satisfação e consequente fidelização à marca INATEL. A disponibilização desta informação irá proporcionar um posicionamento privilegiado da Fundação INATEL e terá um papel fundamental na sua sustentabilidade económica.

Becoming an analytics-based organisation : strategic agency in the change process in a retail organisation

The paper examines how the upward and downward strategic influences of the head of the BI unit in the case organization have evolved over time and the BI perspective became legitimate in the organization. The analysis covers a decade long period of time. We engaged in an Action Research (AR) inquiry where the change process was explored through the first-hand experiences of one of the co-authors. The model of the strategic agency of middle managers was applied in the analysis. We analyse the evolution as well as the enablers and constraints of the strategic agency of the head of the BI unit in the case organisation and identify the type of strategic agency exhibited in the case.

Análise de crédito corporativo nas empresas de telecomunicações : um estudo de caso na empresa de telefonia celular Telet S/A

O processo de análise de crédito para as empresas em geral não é novidade, sobretudo caso considere-se essa prática para o meio bancário. Entretanto, para o segmento de telefonia, que até alguns anos atrás convivia com carência desse serviço, provavelmente, a prática da análise de crédito não possuía a devida importância na gestão do negócio. Nesse contexto, o presente trabalho tem como objetivo avaliar a atual Política de Crédito Corporativa da Telet S/A, a qual determina que seja analisado crédito dos clientes corporativos que habilitam mais de 10 linhas. O estudo foi desenvolvido avaliando-se os percentuais de inadimplência desse segmento de clientes, de forma que pudessem ser observadas as diferenças existentes entre os clientes que são avaliados o crédito daqueles que não são. Os dados foram extraídos do sistema de Business Intelligence (BI) disponível na Telet, sendo que o período estudado foi de janeiro de 2001 a abril de 2002. De modo a atingir o objetivo proposto, os índices de inadimplência foram avaliados de forma segmentada em quatro grupos gerenciais, quais sejam: Ciclos de Faturamento, Tempo de Casa do cliente na base, Regiões de Faturamento e Método de Pagamento. Os índices de inadimplência foram estudados a fim de ser observado se as diferenças existentes entre as médias analisadas eram estatisticamente significativas, indicando assim, dentre as segmentações, quais apresentavam as maiores e menores semelhanças no comportamento dos pagamentos efetuados, caso fosse feita a opção de alteração do critério. Como resultado geral deste estudo, pode-se observar que os índices de inadimplência dos clientes que habilitam até 10 linhas são significativamente superiores se comparados aos índices totais da inadimplência, indicando assim que a alteração do critério de análise resultaria em prováveis reduções de perda financeira para a Telet.

Valor da tecnologia da informação e sua relação com métricas de desempenho empresarial: o caso de uma multinacional do ramo químico

O cenário globalizado e competitivo impulsiona os avanços tecnológicos e proporciona novas oportunidades para o desenvolvimento de inovações e novas soluções. Neste contexto, o papel da Tecnologia da Informação antes atribuído às atividades mais operacionais evolui para um enfoque mais estratégico e de parceria na criação de vantagem competitiva sustentável e assim, contribui para a geração de valor nos negócios. O aumento nos investimentos de TI nas últimas décadas tem sido acompanhado de questionamentos a respeito de retornos de investimento. Apesar dos diversos trabalhos desenvolvidos na área, há ainda controvérsias a respeito do real valor de TI o que torna o tema ao mesmo tempo desafiador e interessante para ser trabalhado. Neste sentido, este trabalho apresenta um estudo de caso de uma empresa multinacional do ramo químico no Brasil, na qual foi implementado um Sistema de Informação Gerencial, o Business Intelligence. Verificar-se-á se o uso de TI através da ferramenta de BI trouxe benefícios para a Organização. O Modelo simplificado de uso de Tecnologia da Informação em benefícios dos negócios e o Balanced Scorecard foram utilizados para sistematizar e auxiliar a condução do trabalho. Os fundamentos teóricos utilizados na discussão e análise do caso abrangem o Uso de TI, a Gestão de TI, Sistemas de Informação, Benefícios e Valor de TI.

Desenvolvimento de um sistema computacional para geração automática de mapas de vulnerabilidade como ferramenta de auxílio às ações de prevenção ao derramamento de óleo em áreas costeiras

The northern portion of the Rio Grande do Norte State is characterized by intense coastal dynamics affecting areas with ecosystems of moderate to high environmental sensitivity. In this region are installed the main socioeconomic activities of RN State: salt industry, shrimp farm, fruit industry and oil industry. The oil industry suffers the effects of coastal dynamic action promoting problems such as erosion and exposure of wells and pipelines along the shore. Thus came the improvement of such modifications, in search of understanding of the changes which causes environmental impacts with the purpose of detecting and assessing areas with greater vulnerability to variations. Coastal areas under influence oil industry are highly vulnerable and sensitive in case of accidents involving oil spill in the vicinity. Therefore, it was established the geoenvironmental monitoring of the region with the aim of evaluating the entire coastal area evolution and check the sensitivity of the site on the presence of oil. The goal of this work was the implementation of a computer system that combines the needs of insertion and visualization of thematic maps for the generation of Environmental Vulnerability maps, using techniques of Business Intelligence (BI), from vector information previously stored in the database. The fundamental design interest was to implement a more scalable system that meets the diverse fields of study and make the appropriate system for generating online vulnerability maps, automating the methodology so as to facilitate data manipulation and fast results in cases of real time operational decision-making. In database development a geographic area was established the conceptual model of the selected data and Web system was done using the template database PostgreSQL, PostGis spatial extension, Glassfish Web server and the viewer maps Web environment, the GeoServer. To develop a geographic database it was necessary to generate the conceptual model of the selected data and the Web system development was done using the PostgreSQL database system, its spatial extension PostGIS, the web server Glassfish and GeoServer to display maps in Web

Intelligence systems methodology: a systemic approach to the organizational intelligence function

Organizational intelligence can be seen as a function of the viable structure of an organization. With the integration of the Viable System Model and Soft Systems Methodology (systemic approaches of organizational management) focused on the role of the intelligence function, it is possible to elaborate a model of action with a structured methodology to prospect, select, treat and distribute information to the entire organization that improves the efficacy and efficiency of all processes. This combination of methodologies is called Intelligence Systems Methodology (ISM) whose assumptions and dynamics are delimited in this paper. The ISM is composed of two simultaneous activities: the Active Environmental Mapping and the Stimulated Action Cycle. The elaboration of the formal ISM description opens opportunities for applications of the methodology on real situations, offering a new path for this specific issue of systems thinking: the intelligence systems. Knowledge Management Research & Practice (2012) 10, 141-152. doi:10.1057/kmrp.2011.44

Data warehouse e cruscotto direzionale per l'analisi del personale in un'azienda di servizi

Obiettivo della tesi è la progettazione e lo sviluppo di un sistema di BI e di relativa reportistica per un'azienda di servizi. Il tutto realizzato mediante la suite Microsoft Business Intelligence.

The German business and information technologies project

The Business and Information Technologies (BIT) project strives to reveal new insights into how modern IT impacts organizational structures and business practices using empirical methods. Due to its international scope, it allows for inter-country comparison of empirical results. Germany — represented by the European School of Management and Technologies (ESMT) and the Institute of Information Systems at Humboldt-Universität zu Berlin — joined the BIT project in 2006. This report presents the result of the first survey conducted in Germany during November–December 2006. The key results are as follows: • The most widely adopted technologies and systems in Germany are websites, wireless hardware and software, groupware/productivity tools, and enterprise resource planning (ERP) systems. The biggest potential for growth exists for collaboration and portal tools, content management systems, business process modelling, and business intelligence applications. A number of technological solutions have not yet been adopted by many organizations but also bear some potential, in particular identity management solutions, Radio Frequency Identification (RFID), biometrics, and third-party authentication and verification. • IT security remains on the top of the agenda for most enterprises: budget spending was increasing in the last 3 years. • The workplace and work requirements are changing. IT is used to monitor employees' performance in Germany, but less heavily compared to the United States (Karmarkar and Mangal, 2007).1 The demand for IT skills is increasing at all corporate levels. Executives are asking for more and better structured information and this, in turn, triggers the appearance of new decision-making tools and online technologies on the market. • The internal organization of companies in Germany is underway: organizations are becoming flatter, even though the trend is not as pronounced as in the United States (Karmarkar and Mangal, 2007), and the geographical scope of their operations is increasing. Modern IT plays an important role in enabling this development, e.g. telecommuting, teleconferencing, and other web-based collaboration formats are becoming increasingly popular in the corporate context. • The degree to which outsourcing is being pursued is quite limited with little change expected. IT services, payroll, and market research are the most widely outsourced business functions. This corresponds to the results from other countries. • Up to now, the adoption of e-business technologies has had a rather limited effect on marketing functions. Companies tend to extract synergies from traditional printed media and on-line advertising. • The adoption of e-business has not had a major impact on marketing capabilities and strategy yet. Traditional methods of customer segmentation are still dominating. The corporate identity of most organizations does not change significantly when going online. • Online sales channel are mainly viewed as a complement to the traditional distribution means. • Technology adoption has caused production and organizational costs to decrease. However, the costs of technology acquisition and maintenance as well as consultancy and internal communication costs have increased.

Estudio de patrones de interacción entre los estudiantes y la Plataforma de Tele-Enseñanza en la UPM

Vivimos en una sociedad en la que la información ha adquirido una vital importancia. El uso de Internet y el desarrollo de nuevos sistemas de la información han generado un ferviente interés tanto de empresas como de instituciones en la búsqueda de nuevos patrones que les proporcione la clave del éxito. La Analítica de Negocio reúne un conjunto de herramientas, estrategias y técnicas orientadas a la explotación de la información con el objetivo de crear conocimiento útil dentro de un marco de trabajo y facilitar la optimización de los recursos tanto de empresas como de instituciones. El presente proyecto se enmarca en lo que se conoce como Gestión Educativa. Se aplicará una arquitectura y modelo de trabajo similar a lo que se ha venido haciendo en los últimos años en el entorno empresarial con la Inteligencia de Negocio. Con esta variante, se pretende mejorar la calidad de la enseñanza, agilizar las decisiones dentro de la institución académica, fortalecer las capacidades del cuerpo docente y en definitiva favorecer el aprendizaje del alumnado. Para lograr el objetivo se ha decidido seguir las etapas del Knowledge Discovery in Databases (KDD), una de las metodologías más conocidas dentro de la Inteligencia de Negocio, que describe el procedimiento que va desde la selección de la información y su carga en sistemas de almacenamiento, hasta la aplicación de técnicas de minería de datos para la obtención nuevo conocimiento. Los estudios se realizan a partir de la información de la activad de los usuarios dentro la plataforma de Tele-Enseñanza de la Universidad Politécnica de Madrid (Moodle). Se desarrollan trabajos de extracción y preprocesado de la base de datos en crudo y se aplican técnicas de minería de datos. En la aplicación de técnicas de minería de datos, uno de los factores más importantes a tener en cuenta es el tipo de información que se va a tratar. Por este motivo, se trabaja con la Minería de Datos Educativa, en inglés, Educational Data Mining (EDM) que consiste en la aplicación de técnicas de minería optimizadas para la información que se genera en entornos educativos. Dentro de las posibilidades que ofrece el EDM, se ha decidido centrar los estudios en lo que se conoce como analítica predictiva. El objetivo fundamental es conocer la influencia que tienen las interacciones alumno-plataforma en las calificaciones finales y descubrir nuevas reglas que describan comportamientos que faciliten al profesorado discriminar si un estudiante va a aprobar o suspender la asignatura, de tal forma que se puedan tomar medidas que mejoren su rendimiento. Toda la información tratada en el presente proyecto ha sido previamente anonimizada para evitar cualquier tipo de intromisión que atente contra la privacidad de los elementos participantes en el estudio. ABSTRACT. We live in a society dominated by data. The use of the Internet accompanied by developments in information systems has generated a sustained interest among companies and institutions to discover new patterns to succeed in their business ventures. Business Analytics (BA) combines tools, strategies and techniques focused on exploiting the available information, to optimize resources and create useful insight. The current project is framed under Educational Management. A Business Intelligence (BI) architecture and business models taught up to date will be applied with the aim to accelerate the decision-making in academic institutions, strengthen teacher´s skills and ultimately improve the quality of teaching and learning. The best way to achieve this is to follow the Knowledge Discovery in Databases (KDD), one of the best-known methodologies in B.I. This process describes data preparation, selection, and cleansing through to the application of purely Data Mining Techniques in order to incorporate prior knowledge on data sets and interpret accurate solutions from the observed results. The studies will be performed using the information extracted from the Universidad Politécnica de Madrid Learning Management System (LMS), Moodle. The stored data is based on the user-platform interaction. The raw data will be extracted and pre-processed and afterwards, Data Mining Techniques will be applied. One of the crucial factors in the application of Data Mining Techniques is the kind of information that will be processed. For this reason, a new Data Mining perspective will be taken, called Educational Data Mining (EDM). EDM consists of the application of Data Mining Techniques but optimized for the raw data generated by the educational environment. Within EDM, we have decided to drive our research on what is called Predictive Analysis. The main purpose is to understand the influence of the user-platform interactions in the final grades of students and discover new patterns that explain their behaviours. This could allow teachers to intervene ahead of a student passing or failing, in such a way an action could be taken to improve the student performance. All the information processed has been previously anonymized to avoid the invasion of privacy.

Enrichment of the Phenotypic and Genotypic Data Warehouse analysis using Question Answering systems to facilitate the decision making process in cereal breeding programs

Currently there are an overwhelming number of scientific publications in Life Sciences, especially in Genetics and Biotechnology. This huge amount of information is structured in corporate Data Warehouses (DW) or in Biological Databases (e.g. UniProt, RCSB Protein Data Bank, CEREALAB or GenBank), whose main drawback is its cost of updating that makes it obsolete easily. However, these Databases are the main tool for enterprises when they want to update their internal information, for example when a plant breeder enterprise needs to enrich its genetic information (internal structured Database) with recently discovered genes related to specific phenotypic traits (external unstructured data) in order to choose the desired parentals for breeding programs. In this paper, we propose to complement the internal information with external data from the Web using Question Answering (QA) techniques. We go a step further by providing a complete framework for integrating unstructured and structured information by combining traditional Databases and DW architectures with QA systems. The great advantage of our framework is that decision makers can compare instantaneously internal data with external data from competitors, thereby allowing taking quick strategic decisions based on richer data.

Advanced Business Simulations-Incorporating business and process execution data

Key Performance Indicators (KPIs) and their predictions are widely used by the enterprises for informed decision making. Nevertheless , a very important factor, which is generally overlooked, is that the top level strategic KPIs are actually driven by the operational level business processes. These two domains are, however, mostly segregated and analysed in silos with different Business Intelligence solutions. In this paper, we are proposing an approach for advanced Business Simulations, which converges the two domains by utilising process execution & business data, and concepts from Business Dynamics (BD) and Business Ontologies, to promote better system understanding and detailed KPI predictions. Our approach incorporates the automated creation of Causal Loop Diagrams, thus empowering the analyst to critically examine the complex dependencies hidden in the massive amounts of available enterprise data. We have further evaluated our proposed approach in the context of a retail use-case that involved verification of the automatically generated causal models by a domain expert.

Estágio TAP/Megasys - Data Warehouse & Reporting

Mestrado em Gestão de Sistemas de Informação